Document Intelligence
Document Intelligence (Intelligent Document Processing, or IDP) uses AI to classify, extract and validate data from documents such as invoices, purchase orders, forms and contracts, then deliver that data into your business systems.
What it is
We combine OCR, large language models and business rules to read incoming documents, identify their type, pull out the fields you need, check them against your data, and push clean records into your ERP, CRM, e-commerce or finance tools. Exceptions are routed to people for review.
Who it is for
- Accounts payable teams processing invoices and receipts
- Procurement teams handling purchase orders and supplier documents
- Claims teams reviewing forms and supporting evidence
- Compliance teams checking documents against policies
What we deliver
- Document classification and field extraction pipelines
- Validation rules and matching against your existing data
- Integrations into your systems of record
- Human-in-the-loop review screens for exceptions
- Monitoring, logging and handover documentation
Example use cases
- Turning emailed PDF purchase orders into orders in your commerce platform
- Extracting invoice data and matching it to purchase orders
- Sorting and indexing inbound documents by type
- Pre-checking claim or onboarding packets for missing information
Learn more
See our AI Document Intelligence & Automation overview and read about automating PDF purchase order processing for a Shopify enterprise using AI.
How it fits with Agentic AI and AI Automation
Document Intelligence is often the first step of a larger workflow. Extracted data can feed AI Automation workflows, and Agentic AI agents can act on it, for example by resolving exceptions or updating records across systems.
FAQ
What document types can you handle?
Common formats include PDFs, scanned images, emails and office files. We assess your actual documents during scoping.
Do people still review the results?
Yes. Low-confidence or invalid results are routed to a reviewer, so you stay in control.
Which systems can it connect to?
We integrate through APIs, databases or file exchanges with your ERP, CRM, e-commerce and finance tools.
Talk to us
Have documents slowing your team down? Contact us to discuss your process.